WBWS Adds CFP® and Seventh Oklahoma Market

September 23, 2019

Ponca City-based certified financial planner® and wealth advisor Chuck Van Cleave has joined Wymer Brownlee Wealth Strategies, expanding the firm’s services to seven Oklahoma markets.

“Chuck has long been a friend of our firm, sharing our client-first, tax-smart approach to business and, more importantly, our core values,” said Kyle Brownlee, chief executive officer of Wymer Brownlee Wealth Strategies. “He’s built a great company in Ponca City, and we’re eager to help scale the work they’re doing so more families can benefit from Chuck’s expertise.”

Van Cleave Financial Group was founded in 1993. Through an affiliation with Advantax Wealth ManagementSM (formerly HD Vest Financial Services), the firm’s advisors provided tax and wealth management strategies for individuals and business owners. The two-person team, comprised of a wealth advisor and one client relationship coordinator, recently relocated to the third floor of the City Central building in Ponca City. Its association with Wymer Brownlee affords additional resources to increase staff capacity and offers new services to the firm’s Ponca City clients.

“Wymer Brownlee offers my team valuable support personnel and experienced, knowledgeable collaboration as well as new consulting services for my clients,” Van Cleave said. “At this stage of my career, I’m grateful to turn over administrative aspects of running a small business and focus on what I do best and clients need most: giving strategic financial advice.”

 

Kyle Brownlee and Chuck Van Cleave are registered representatives with Avantax Wealth ManagementSM. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM, Insurance services offered through Avantax Insurance AgencySM CA Insurance License #OK84394. 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038.

Wymer Brownlee Wealth Strategies is not a registered broker/dealer or registered investment advisory firm.

Category:

Related Blog Articles

Declutter Your December

Declutter Your December

READ MORE
Planning for Mineral Rights in Your Financial Plan

Planning for Mineral Rights in Your Financial Plan

READ MORE
Finding Your Family’s Core Values

Finding Your Family’s Core Values

READ MORE

Let’s talk about business. Or the weather. Or whatever you want, really.

Have a specific question or want to learn more about Wymer Brownlee Wealth Strategies? Just click below.

CONTACT US